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Connect Freshsales Classic to Quickbooks like Magic

How to Use Magical to Transfer Data from Freshsales Classic to Quickbooks
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Transfer Data from Freshsales Classic to Quickbooks: A Step-by-Step Guide

With Magical, you can transfer data from Freshsales Classic to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Freshsales Classic to Quickbooks, helping you streamline your sales and accounting processes.

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What Freshsales Classic data can you transfer

Magical enables you to transfer a wide array of data from Freshsales Classic to Quickbooks. Here are some examples of the information you can extract:

Customer Name
Invoice Number
Payment Status
Total Amount
And move more types of information by creating your own custom labels.

How to Transfer data from Freshsales Classic to Quickbooks using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Freshsales Classic to Quickbooks for more efficient sales and accounting. Follow these steps:

  1. Sign in to your Freshsales Classic account and open the customer record containing the data you want to transfer, such as customer name, invoice number, and payment status.
  2. In Freshsales Classic, label the information you want to transfer with Magical, like Customer Name, Invoice Number, or Payment Status.
  3. Sign in to your Quickbooks account and open the record where you want to add the Freshsales Classic data.
  4. Type "//" in an empty field and select the information you want to transfer from Freshsales Classic such as Customer Name, Invoice Number, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Freshsales Classic and Quickbooks

Efficient data transfer between sales and accounting is crucial to maintaining smooth business operations. Freshsales Classic is a comprehensive CRM solution and Quickbooks is a robust accounting software. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Freshsales Classic to Quickbooks, allowing you to focus on growing your business.

Other ways to connect Freshsales Classic and Quickbooks

Using Zapier

Zapier provides a seamless connection between Freshsales Classic and Quickbooks, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Freshsales Classic and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower sales and accounting teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Freshsales Classic and transfer data directly to Quickbooks. The extension is designed to simplify the process of data collection by automating the extraction of information from Freshsales Classic. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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